5200 Meadows Road,
Suite 150 #10,
Has your financial advisor tried to sell you products or services you don't understand or think you need?
Have you not heard from your advisor for a long period of time?
Or, when you called to inquire, find out that your advisor has left the firm and you've been handed off to someone else?
Why? Because we are an independent firm that doesn’t have internal sales requirements, so advisor turnover isn’t an issue. More importantly, we are selective of whom we invite into our clientele and will not enter a relationship with a client without having shared principles, our ability to provide true value, open communication, and a set of agreed-upon expectations.